BWM

Buckley Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 13.99%
This Quarter Est. Return
1 Year Est. Return
+13.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.48M
3
+$1.92M
4
DOW icon
Dow Inc
DOW
+$1.61M
5
DD icon
DuPont de Nemours
DD
+$1.55M

Top Sells

1
+$716K
2
+$327K
3
+$285K
4
LMT icon
Lockheed Martin
LMT
+$275K
5
FVRR icon
Fiverr
FVRR
+$255K

Sector Composition

1 Technology 26.27%
2 Healthcare 17.86%
3 Consumer Discretionary 11.86%
4 Financials 11.16%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$207K 0.07%
+3,403
127
$202K 0.07%
+241
128
$200K 0.06%
1,100
129
– –
-6,668
130
– –
-6,700
131
– –
-1,050
132
– –
-2,568
133
– –
-606
134
– –
-2,645
135
– –
-1,000
2 3 4 5
6